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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,783 | $98,766-24.3% | $149,730-50.1% | $79,852-6.3% |
| Participation rate | 68.0% | 75.8%-7.8pp | 82.5%-14.5pp | 69.6%-1.6pp |
| Annual return | 11.73% | 27.43%-15.7pp | 276.70%-265.0pp | 31.72%-20.0pp |
| Employer contribution / active EE | $1,089 | $3,217-66.1% | $4,645-76.6% | $2,471-55.9% |
| Participant deferral / active EE | $3,335 | $5,681-41.3% | $6,843-51.3% | $3,740-10.8% |
| Admin fee / account holder | $17,180 | $6,052+183.9% | $9,310+84.5% | $5,306+223.8% |